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Finance to Tech to FinTech. Currently building a curated investing experience to guide new investors to actively manage a diversified stock portfolio with minimal effort. Ursa takes the leg work out of investing—researching stocks, curating relevant news, and automating portfolio management while empowering users to make stock decisions. Learn more at www.ursavest.com
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Cofounder And CeoUrsaCalifornia, United States -
Cofounder & CeoUrsa Oct 2019 - PresentSan Francisco, California, UsUrsa bridges the gap between the excitement and control of Robinhood and effortlessness of robo advisors. Learn to actively management a diversified stock portfolio calling the shots with minimal effort. Ursa takes the leg work out of investing by researching stocks, curating relevant news, and automating portfolio management while still offering decision-making to users. It's like bowling with bumpers. -
Chief Revenue OfficerTrim (Asktrim.Com) 2017 - 2019San Francisco, California, UsTrim is the largest and fastest-growing AI assistant for personal finance. We've saved millions of dollars for our users to date by automatically taking action -- such as negotiating bills, contesting fees, canceling old subscriptions, and switching to better financial products.Previously Director of Growth and Marketing -
Head Of Acquisition MarketingLumos Labs (Lumosity) 2015 - 2017San Francisco, Ca, UsResponsible for acquisition marketing and growth strategy at the market leader in brain training games and other health and wellness applications.- Recruited, trained and managed a high performing team driving efficient paid user acquisition across >15 individual acquisition channels and optimizing conversion funnel; provided support on prioritization, strategy roadmaps, test design, KPI analysis, and professional development- Set budgets and optimized media spend mix across acquisition channels to drive maximum ROI and efficient growth- Experienced in-house (non-agency) media buyer across a variety of different types of paid channels including TV, Facebook, Twitter, public radio (NPR), and Pandora- Developed and iterated on internal marketing analytics systems and attribution methodology- Structured business challenges and developed growth strategy initiatives to drive cross-functionally across Marketing, Product, and FinanceSenior Manager, User Acquisition Lead (April 2016 - May 2017)User Acquisition Manager (August 2015 - March 2016) -
Technology Equity ResearchWedbush Securities 2010 - 2015Los Angeles, California, UsCoverage: AMD, ATHR, ATML, BRCM, CAVM, CY, IDTI, INTC, ISIL, KOPN, LSI, MRVL, MU, NETL, NVDA, NXPI, ONNN, OVTI, PMCS, SIMO, SMOD, SNDK, STEC, TXN, ZRAN -
CofounderKuipp, Llc 2010 - 2011Co-founded and bootstrapped Kuipp, LLC to design and develop a location-based Q&A mobile application -
Research AnalystPrimarius Capital 2009 - 2010Us -
Investment Banking Analyst, Technology Mergers & AcquisitionsMerrill Lynch 2007 - 2009New York, Ny, UsSelected Transaction Experience: Mentor Graphics' successful defense of a $1.6B unsolicited offer from Cadence Designs, Openwave's $50MM divestiture of Musiwave to Microsoft, and Coherent's $225MM share repurchasePreviously Summer Analyst (Summer 2006)
Ryan Jue, Cfa Skills
Ryan Jue, Cfa Education Details
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University Of California, BerkeleyElectrical Engineering & Computer Science And Industrial Engineering & Operations Research
Frequently Asked Questions about Ryan Jue, Cfa
What company does Ryan Jue, Cfa work for?
Ryan Jue, Cfa works for Ursa
What is Ryan Jue, Cfa's role at the current company?
Ryan Jue, Cfa's current role is Cofounder and CEO.
What is Ryan Jue, Cfa's email address?
Ryan Jue, Cfa's email address is ry****@****rim.com
What is Ryan Jue, Cfa's direct phone number?
Ryan Jue, Cfa's direct phone number is +141565*****
What schools did Ryan Jue, Cfa attend?
Ryan Jue, Cfa attended University Of California, Berkeley.
What skills is Ryan Jue, Cfa known for?
Ryan Jue, Cfa has skills like Financial Modeling, Investments, Valuation, Financial Analysis, Equity Research, Mergers And Acquisitions, Investment Banking, Hedge Funds, Equities, Finance, Capital Markets, Strategy.
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